2. Centralized Customer Content: The Customer Management solution was built to make accessing and finding customer records easy! Your entire team has access to all written records such as quotes, invoices and support cases for a full overview of each customer in your CRM database.
3. Robust Reporting and Analytics: With real-time data at your fingertips you’ll have the information at hand to guide your team to achieve better results, faster! Make use of advanced dashboard and reports to keep up with your sales forecast and open quotes.
4. Customer Collaboration: With the customer portal, you can give customers deep visibility into previous communications and even start a new conversation or open a support case at any time. Customers want the power to begin an interaction on their time, with this portal you can provide this key customer tool.